Blane Shea
Chief Executive Officer at Horizon Family Wealth, Inc.
Profile
Mr. Blane Shea is a Managing Director at Horizon Family Wealth, Inc. He serves as one of the portfolio managers and the chief compliance officer of Horizon Family Wealth.
Mr. Shea also successfully co-created Riverpoint Wealth Management in 2013.
He graduated from the University of Lynchburg with a Bachelor of Arts in business.
Blane Shea active positions
Companies | Position | Start |
---|---|---|
Horizon Family Wealth, Inc.
Horizon Family Wealth, Inc. Investment ManagersFinance Horizon Family Wealth, Inc. is a registered investment adviser based in Chicago, IL. The private company offers an array of personalized services, support, and guidance to help clients pursue their financial goals. The company works with clients and their other professional advisors, including attorneys and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. The company serves business owners, families and individuals, family offices, and healthcare professionals. The company offers alternative investments, banking and lending solutions, business planning, education planning, estate charitable giving and trust, financial planning, investment strategies, portfolio management, retirement planning, and risk management. The company was founded in 2021, and Blane Shea has been the CEO of the company since 2021. | Chief Executive Officer | 2021-08-31 |
Former positions of Blane Shea
Companies | Position | End |
---|---|---|
Riverpoint Wealth Management Holdings LLC
Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates. | Founder | 2021-08-31 |
Shea Financial Group, Inc.
Shea Financial Group, Inc. Investment ManagersFinance Shea Financial Group, Inc. provides financial advisory services. The private company is based in Boston, MA. | Corporate Officer/Principal | 2013-09-30 |
Raymond James & Associates, Inc. (Invt Mgmt)
Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Investment Management) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients. | Corporate Officer/Principal | 2004-02-29 |
Training of Blane Shea
University of Lynchburg | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Riverpoint Wealth Management Holdings LLC
Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates. | Finance |
Raymond James & Associates, Inc. (Invt Mgmt)
Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Investment Management) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients. | Finance |
Shea Financial Group, Inc.
Shea Financial Group, Inc. Investment ManagersFinance Shea Financial Group, Inc. provides financial advisory services. The private company is based in Boston, MA. | Finance |
Horizon Family Wealth, Inc.
Horizon Family Wealth, Inc. Investment ManagersFinance Horizon Family Wealth, Inc. is a registered investment adviser based in Chicago, IL. The private company offers an array of personalized services, support, and guidance to help clients pursue their financial goals. The company works with clients and their other professional advisors, including attorneys and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. The company serves business owners, families and individuals, family offices, and healthcare professionals. The company offers alternative investments, banking and lending solutions, business planning, education planning, estate charitable giving and trust, financial planning, investment strategies, portfolio management, retirement planning, and risk management. The company was founded in 2021, and Blane Shea has been the CEO of the company since 2021. | Finance |
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